After the expense report has been reviewed on the “Finance” / “Finance review” page or if it was auto-reviewed, it will either be collected in the “Finance” / “Expense export” or the “Finance” / “Credit card transactions” page, depending on whether the expense was paid privately or with a company credit card.
Privately paid expenses
On the “Finance” / “Expense export” page you will see an overview of all expense reports that have been reviewed and ready to be exported and booked. It is possible to export individual reports by clicking on the export icon 
next to the report. Alternatively, you can click on the expense report and scroll to the bottom and click "Pay" on to export the report.
If you want to export multiple expense reports, you can do so by ticking the checkbox next to the report or by clicking the top checkbox to select all reports. Next, click on “Pay selection” to export all reports at once.
Exporting the expense reports automatically (for example, daily automated exports) is possible. Our Customer Happiness team is always available to assist with any questions you may have. Please contact us at customerhappiness@yokoy.ai.
Expenses paid with company credit card
On the “Finance” / “Credit card transactions” page you see an overview of all company credit card transactions that have been uploaded, and the status of these transactions.
- Matched: this transaction has been matched with the corresponding expense report
- Not matched: a corresponding expense report is still missing for this credit card transaction
- Reviewed: the corresponding expense report has been reviewed
- Not reviewed: the corresponding expense report still has to be reviewed
Transactions paid with a company credit card need to be both matched to an expense report/receipt and reviewed before it can be exported and booked. It is possible to export individual transactions by clicking on the export icon
next to the transaction.
If you want to export multiple transactions, you can do so by ticking the checkbox next to the transaction or by clicking the top checkbox to select all transactions. Next, click on "Export" to export multiple or all transactions at once.
Exporting the expense reports automatically (for example, daily automated exports) is possible. Our Customer Happiness team is always available to assist with any questions you may have. Please contact us at customerhappiness@yokoy.ai.
The export of an expense or company credit card transaction depends on your company settings. In case you have an ERP system connected via API, the export triggers an automated booking in your ERP system. In case you defined an export file in your company settings, the export generates the respective export file.